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PFO

Pioneer Family Office Portfolio holdings

AUM $194M
This Fund
S&P 500
This Quarter Est. Return
+2.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow %
101.23%
Top 10 Hldgs %
85.83%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$49.5M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$21.9M
3
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.6M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$13.4M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$12.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 94.64%
2 Technology 1.54%
3 Financials 1.24%
4 Consumer Discretionary 0.67%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AMLP icon
76
Alerian MLP ETF
AMLP
$12.8B
$56.7K 0.04%
+1,206
New +$56.5K
2025 Q4
0 quarters
IJH icon
77
iShares Core S&P Mid-Cap ETF
IJH
$123B
$51.9K 0.04%
+787
New +$51.6K
2025 Q4
0 quarters
JPM icon
78
JPMorgan Chase
JPM
$884B
$45.8K 0.03%
+142
New +$44K
2025 Q4
0 quarters
MU icon
79
Micron Technology
MU
$1.21T
$45.7K 0.03%
+160
New +$36.7K
2025 Q4
0 quarters
IEI icon
80
iShares 3-7 Year Treasury Bond ETF
IEI
$17.2B
$45.2K 0.03%
+379
New +$45.4K
2025 Q4
0 quarters
LMT icon
81
Lockheed Martin
LMT
$117B
$40.6K 0.03%
+84
New +$40.2K
2025 Q4
0 quarters
GD icon
82
General Dynamics
GD
$89.3B
$40.4K 0.03%
+120
New +$40.9K
2025 Q4
0 quarters
CHWY icon
83
Chewy
CHWY
$7.3B
$39.7K 0.03%
+1,200
New +$41.7K
2025 Q4
0 quarters
KWEB icon
84
KraneShares CSI China Internet ETF
KWEB
$4.35B
$39.5K 0.03%
+1,160
New +$44.6K
2025 Q4
0 quarters
XLF icon
85
State Street Financial Select Sector SPDR ETF
XLF
$50B
$37.7K 0.03%
+688
New +$36.7K
2025 Q4
0 quarters
VCSH icon
86
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
$36.5K 0.02%
+458
New +$36.5K
2025 Q4
0 quarters
DIA icon
87
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
$36K 0.02%
+75
New +$35.5K
2025 Q4
0 quarters
VEU icon
88
Vanguard FTSE All-World ex-US ETF
VEU
$68.8B
$35.4K 0.02%
+481
New +$35K
2025 Q4
0 quarters
C icon
89
Citigroup
C
$216B
$35K 0.02%
+300
New +$31.2K
2025 Q4
0 quarters
FDX icon
90
FedEx
FDX
$68.7B
$34.7K 0.02%
+120
New +$31.5K
2025 Q4
0 quarters
GEV icon
91
GE Vernova
GEV
$263B
$34.6K 0.02%
+53
New +$32.3K
2025 Q4
0 quarters
DXJ icon
92
WisdomTree Japan Hedged Equity Fund
DXJ
$7.14B
$34.6K 0.02%
+240
New +$32.9K
2025 Q4
0 quarters
AMD icon
93
Advanced Micro Devices
AMD
$1.03T
$34.3K 0.02%
+160
New +$35.9K
2025 Q4
0 quarters
PBR.A icon
94
Petrobras Class A
PBR.A
$126B
$33.8K 0.02%
+3,000
New +$34.6K
2025 Q4
0 quarters
PM icon
95
Philip Morris
PM
$292B
$32.1K 0.02%
+200
New +$31K
2025 Q4
0 quarters
KO icon
96
Coca-Cola
KO
$369B
$31.5K 0.02%
+450
New +$31.4K
2025 Q4
0 quarters
INTC icon
97
Intel
INTC
$631B
$31.4K 0.02%
+850
New +$32.1K
2025 Q4
0 quarters
XOM icon
98
ExxonMobil
XOM
$674B
$31.3K 0.02%
+260
New +$30.2K
2025 Q4
0 quarters
LOMA
99
Loma Negra
LOMA
$1.07B
$30.4K 0.02%
+2,350
New +$25.1K
2025 Q4
0 quarters
BABA icon
100
Alibaba
BABA
$263B
$29.3K 0.02%
+200
New +$32.6K
2025 Q4
0 quarters
2 3
4
5 6

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Pioneer Family Office's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pioneer Family Office, which disclosed 136 positions worth $148M. Its ten largest holdings account for 86% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 79,718 shares worth $50M.

By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, followed by Technology and Financials.

  • Pioneer Family Office's largest Q4 2025 buy was Vanguard S&P 500 ETF: 79,718 shares worth $50M.
  • Pioneer Family Office's ten largest holdings make up 86% of its $148M portfolio in Q4 2025.
  • Pioneer Family Office disclosed 136 positions in Q4 2025, its first 13F filing on record.

Based on Pioneer Family Office's 13F filing for Q4 2025, filed 14 May 2026.